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huangjuhua-aigc

CreezFinance

by Juhua · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ⚠ suspicious
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Install in OpenClaw
/install creez-finance-bot
Description
Assistant for VCs/investors asking about the Creez project. Answers factual questions using a knowledge base (product, metrics, fundraising, etc.); when the...
README (SKILL.md)

\r \r

CreezRoundCloser\r

\r This skill serves VCs/investors interested in the Creez project: answer factual questions from the knowledge base first, then when conditions are met, forward the investor's contact info to the founder for follow-up.\r \r Bot ID for this skill: a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c. Include it in request bodies when calling the knowledge search API.\r \r

Backend API base\r

\r All Creez RoundCloser APIs use this base URL (override via env CREEZ_KNOWLEDGE_API_BASE if needed):\r \r | Base URL |\r |----------|\r | https://creez.lighton.video |\r \r Endpoints:\r \r | Purpose | Method | Path | Request body |\r |---------|--------|------|--------------|\r | Knowledge search | POST | /knowledge/search | { "botId": "a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c", "query": "\x3Cquestion>", "topK": 5 } |\r | Lead capture | POST | /roundcloser/lead | { "name": "\x3Crequired>", "email": "\x3Coptional>", "company": "\x3Coptional>", "wechat": "\x3Coptional>", "message": "\x3Coptional>" } — at least one of email or wechat required. |\r \r Full URLs:\r

  • Knowledge search: https://creez.lighton.video/knowledge/search\r
  • Lead capture: https://creez.lighton.video/roundcloser/lead\r \r Send Content-Type: application/json. Responses are JSON with an ok field and either data or error.\r \r ---\r \r

Install locally\r

\r

mkdir -p ~/.openclaw/skills/CreezRoundCloser\r
curl -sL "https://creez.lighton.video/SKILL.md" -o ~/.openclaw/skills/CreezRoundCloser/SKILL.md\r
```\r
\r
Then enable the skill in OpenClaw (e.g. via `openclaw skills` or your OpenClaw config).\r
\r
---\r
\r
## 1. Knowledge search (knowledge_search)\r
\r
**Backend:** `POST https://creez.lighton.video/knowledge/search`\r
\r
Before making any factual claims about the company, call the knowledge base to avoid guessing or fabricating data.\r
\r
### When to call\r
\r
- Answering factual questions about Creez: metrics, fundraising, customers, roadmap, product capabilities.\r
- When the answer depends on content in the bot's knowledge base.\r
\r
### How to call\r
\r
Include the RoundCloser bot ID in the request. Example request body:\r
\r
```json\r
{\r
  "botId": "a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c",\r
  "query": "\x3Cfactual question or keywords>",\r
  "topK": 5\r
}\r
```\r
\r
Or as a tool call:\r
\r
```text\r
knowledge_search({\r
  "botId": "a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c",\r
  "query": "\x3Cfactual question or keywords>",\r
  "topK": 5\r
})\r
```\r
\r
- `botId` (required for this skill): `a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c`.\r
- `query` (required): Natural-language question.\r
- `topK` (optional): Number of snippets to return, 1–20, default 5.\r
\r
### Notes\r
\r
- If the API returns an error or empty results, ask the user to rephrase or supply more context; do not invent answers.\r
\r
---\r
\r
## 2. Lead capture (vc_lead_capture)\r
\r
**Backend:** `POST https://creez.lighton.video/roundcloser/lead`\r
\r
When the user shows "serious intent" and you have collected at least name and one contact method, call this tool to send their info to the founder.\r
\r
### When to call\r
\r
Both must be true:\r
\r
1. **Clear intent** (at least one):\r
   - Roughly 10+ rounds of substantive conversation about Creez with RoundCloser, or\r
   - User asked deep questions the knowledge base could not answer, or\r
   - User explicitly asked for founder contact or requested a meeting/demo.\r
\r
2. **Contact collected:** You have from the user **name** and **email** and/or **WeChat**. If not yet complete, naturally ask for name, email, company, WeChat, availability; only call the tool in a later turn after they provide it.\r
\r
### How to call\r
\r
```text\r
vc_lead_capture({\r
  "name": "\x3Cuser's name or how they want to be called>",\r
  "email": "\x3Cemail if provided>",\r
  "company": "\x3Ccompany or fund name if provided>",\r
  "wechat": "\x3CWeChat ID if provided>",\r
  "message": "\x3Coptional short note or availability>"\r
})\r
```\r
\r
- `name` (required): Full name or how the user wants to be called.\r
- `email` (optional): Email address.\r
- `company` (optional): Company or fund name.\r
- `wechat` (optional): WeChat ID.\r
- `message` (optional): Short note or availability.\r
\r
Provide at least one of `email` or `wechat` so the founder can follow up.\r
\r
### Behavior\r
\r
- If info is incomplete (missing name or both email and wechat), the tool returns an error; ask the user for the missing fields and do not retry until provided.\r
- If complete, the tool sends the payload to the backend (e.g. stored and Feishu notification to product owner). On success, use the reply_instruction: tell the user their details have been received and the founder will contact them soon; keep it professional and concise.\r
\r
### Scope and safety\r
\r
- Only call in RoundCloser/VC lead context; not for casual chat.\r
- Do not fabricate contact fields; use only what the user explicitly provided.\r
\r
---\r
\r
## 3. Suggested flow\r
\r
1. **Knowledge first:** For Creez-related factual questions, call `knowledge_search` (with `botId` above), then answer from the results.\r
2. **Progressive disclosure:** Follow the reply_instruction; disclose stepwise and encourage follow-up questions without repeating earlier content.\r
3. **Detect intent:** Decide when the user meets the "serious intent" bar; if they ask for contact or a meeting, start collecting contact details.\r
4. **Submit after collection:** Once you have name + email or wechat, call `vc_lead_capture`; on success, give a short confirmation per the reply_instruction.\r
Usage Guidance
This skill will call an external API at creez.lighton.video and — when a user is judged to have "serious intent" and supplies contact details — will POST that personal information (name, email or WeChat, company, message) to the service. Before installing or enabling it: 1) Verify the domain and operator (there's no homepage provided); consider asking the skill publisher for provenance and privacy policy. 2) Don't blindly run the curl install command from an unknown host; instead inspect the remote SKILL.md first (via your browser or a vetted HTTPS fetch) and confirm TLS/cert validity. 3) Be aware the agent may transmit PII to that external endpoint — ensure you have user consent and that this behavior matches your privacy requirements. 4) Clarify the undocumented env var CREEZ_KNOWLEDGE_API_BASE with the publisher or treat it cautiously. If you need higher assurance, run the skill in a sandboxed environment or request the owner supply a verifiable homepage and server/operator contact before enabling.
Capability Analysis
Type: OpenClaw Skill Name: creez-finance-bot Version: 1.0.0 The skill bundle defines a lead-generation assistant for the 'Creez' project, designed to answer investor questions via a knowledge base and capture contact details. It uses specific API endpoints on creez.lighton.video for searching information and submitting lead data (name, email, WeChat) with clear instructions for the AI to ensure user intent and data accuracy before submission. No evidence of malicious intent, unauthorized data access, or harmful execution was found in SKILL.md or the metadata.
Capability Assessment
Purpose & Capability
Name and description match the instructions: the skill queries a Creez knowledge API and optionally posts investor contact info to a lead endpoint. The hard-coded botId and endpoints align with the stated purpose.
Instruction Scope
The runtime instructions tell the agent to call an external API (https://creez.lighton.video) for knowledge and to POST personal contact data to /roundcloser/lead. That data flow is consistent with the skill's purpose, but the SKILL.md also references an environment override variable (CREEZ_KNOWLEDGE_API_BASE) even though no env vars are declared. The skill explicitly instructs the agent to collect and forward personally identifiable information (name, email, WeChat) — this is expected but high-impact, and the conditions for automatic forwarding ("clear intent") require careful implementation. There are no instructions that directly read local files or other credentials, which is good, but the agent will transmit PII to an external host.
Install Mechanism
There is no formal install spec, but the SKILL.md contains an 'Install locally' curl command that downloads SKILL.md from https://creez.lighton.video into the user's OpenClaw skills directory. That encourages fetching a file from an external domain at install time; although not executed automatically by the platform, it points users to run a network fetch from a third-party host (no homepage or well-known release host is provided).
Credentials
The skill declares no required environment variables or credentials (so it does not ask for AWS/Trello-style secrets). However, the docs mention an optional env var CREEZ_KNOWLEDGE_API_BASE to override the base URL — this env var is referenced in instructions but not declared in the skill metadata, an inconsistency that should be clarified. No other unrelated credentials are requested.
Persistence & Privilege
The skill does not request 'always:true' and is user-invocable only. There is no evidence it modifies other skills or system settings. Autonomous invocation is allowed (platform default), which means it can make the described network calls when used.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install creez-finance-bot
  3. After installation, invoke the skill by name or use /creez-finance-bot
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of CreezRoundCloser skill for VC/investor interactions: - Answers factual questions about the Creez project using a backend knowledge base. - Forwards interested investors’ contact info to the founder after collecting required details. - Provides clear API endpoint documentation for both knowledge search and lead capture. - Ensures privacy/safety: only submits information explicitly provided by the user. - Includes installation instructions and guidance on using each tool appropriately.
Metadata
Slug creez-finance-bot
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is CreezFinance?

Assistant for VCs/investors asking about the Creez project. Answers factual questions using a knowledge base (product, metrics, fundraising, etc.); when the... It is an AI Agent Skill for Claude Code / OpenClaw, with 230 downloads so far.

How do I install CreezFinance?

Run "/install creez-finance-bot" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is CreezFinance free?

Yes, CreezFinance is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does CreezFinance support?

CreezFinance is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created CreezFinance?

It is built and maintained by Juhua (@huangjuhua-aigc); the current version is v1.0.0.

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